See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,112 | $159,901+30.8% | $146,958+42.3% | $145,922+43.3% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.0pp | 80.3%-19.2pp |
| Annual return | 6.50% | 98.13%-91.6pp | 418.34%-411.8pp | 561.29%-554.8pp |
| Employer contribution / active EE | $7,708 | $5,286+45.8% | $4,933+56.2% | $4,660+65.4% |
| Participant deferral / active EE | $6,674 | $8,428-20.8% | $8,070-17.3% | $6,688-0.2% |
| Admin fee / account holder | $18,042 | $15,044+19.9% | $12,998+38.8% | $13,397+34.7% |